everhart  
everhart phone
everhart email
everhart email
linkedin
linked in
 
  home
 
 
 
clients contact spacer
transparent
investment company experience that matters
gray stripe
transparent
 
leadership and associates
transparent
linkedin
transparent
transparent

scott everhartScott Everhart is the President and founding firm member of Everhart. Scott has specialized in the retirement plan market since entering the financial planning field in 1991. He has extensive experience in the retirement plan advisory area, including plan design, investment selection, participant education, cost control, and fiduciary liability protection. Scott is a nationally recognized expert on the topic of fee transparency and revenue sharing.

In 2007, Scott received the honor of being named one of the nation’s “20 Rising Stars of Retirement Plan Advisors” by Institutional Investor News. Scott has also been a guest lecturer at workshops presented with the U.S. Department of Labor and conferences hosted by the Center for Due Diligence, Ohio Society of CPAs, and others. Scott has been quoted in PlanAdviser/PlanSponsor magazine and the Columbus Dispatch, written articles published in Business First, appeared on the Ohio News Network (ONN), and was featured weekly on the radio show “Money Matters.” He was recognized by Business First as a member of the "Forty Under 40" group in 2005.

Scott has earned the designation of Accredited Investment Fiduciary® (AIF®), illustrating knowledge and competency in the area of fiduciary studies. He earned his Certified Financial Planner™ designation in 1998. Scott received a Bachelor of Science degree, Magna Cum Laude, from Kent State University in 1990. He has degrees in both Finance and Business Management.

Scott currently serves on the board of directors of Farmers Citizens Bank. He is a member of the Financial Planning Association (FPA), Financial Executives International (FEI), Dublin (OH) Chamber of Commerce, and The Entrepreneurs’ Organization-Columbus.

 
transparent
our location
 

Everhart
5890 Venture Drive, Suite D
Dublin, Ohio 43017
Phone: (614) 717-9705
Toll Free: (800) 337-3353

 
transparent
about the company
 

Read about the company that allows Everhart to deliver world-class expertise and services you can count on.

> Leadership & Associates

 
transparent
transparent